MAKE SURE YOU GET ADVICE FROM AN ESTATE PLANNING EXPERT As you might have realised from reading this guide, it’s not always straightforward to manage your financial affairs and maximise tax efficiencies when you pass away. That’s where we come in! We can help you put a robust plan together, and regularly review it to ensure it still fits your needs. We will then sit down with you regularly to review your plans. If any changes are required, we can help you with them. Having a detailed plan in place will ensure that as much of your wealth as possible passes to your intended beneficiaries when you pass away. 3 BENEFITS OF WORKING WITH KBA ESTATE PLANNING  W e will help you understand the impact IHT could have on the value of your estate.  W e will help you plan your finances to minimise the amount of IHT your heirs will have to pay when you pass away.  W e will regularly review your arrangements to ensure they’re up to date and appropriate for your circumstances.